Komori
K.R.S. (9369) · RiskRestated

Labor and Vehicle Shortages

First written in FY2016-Q2. 15 of 23 entries say "Restated". Latest entry: FY2026-H1.

23entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q2 – FY2018-Q3WorsenedFY2020-Q1 – FY2020-Q2RestatedFY2021-Q3WorsenedFY2022RestatedFY2024-Q2 – FY2026-H12016: 220162017: 420172018: 420182019: 420192020: 320202021: 120212022: 020222023: 120232024: 120242025: 020252026: 32026
Same theme, other companies
Domestic Logistics Driver Shortage and Supply-Demand ConstraintsA theme 40 companies write about · 41 as a headwind · 0 as a tailwind

K.R.S. moved to the "Worse" side of this theme in 2019, 1 year before the typical company in this theme (2020).

The whole theme swung hardest in 2017: 8 of 15 companies on the "Worse" side.

18 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 40 companies compared. The sentences above are computed from all 40.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「In the food logistics industry, although inbound demand continued, the business environment remained uncertain, owing to consumers' preference for thrift due to higher food prices, as well as labor shortages and rising costs.」

    Labor shortages continue to be cited as a factor contributing to the challenging business environment in the food logistics industry.
  2. 2026-07-03RestatedEarnings

    「In the food logistics industry, although inbound demand continued, the business environment remained uncertain, owing to consumers' preference for thrift due to higher food prices, as well as labor shortages and rising costs.」

    The Company continues to describe a challenging business environment, including labor shortages.
  3. FY2025RestatedAnnual report

    「In the food logistics industry, inbound demand continued to increase, but the business environment remained uncertain due to the logistics industry's 2024 problem and consumers' continued cost-saving mindset resulting from rising food prices.」

    The challenging business environment, including labor shortages and the logistics industry's 2024 problem, has continued, accompanied by higher costs.
  4. FY2024-Q2RestatedAnnual report

    「Meanwhile, the business environment remained challenging amid labor shortages and the advent of the logistics industry's “2024 problem.”」

    Labor shortages and the logistics industry's 2024 problem are cited as factors contributing to the continued challenging business environment.
  5. FY2022WorsenedAnnual report

    「The Group faces the challenge of securing specialized personnel, including drivers and warehouse staff, to provide logistics services that meet customers' requirements. It is therefore conducting active recruitment, developing personnel through enhanced internal training, and creating an attractive workplace to retain employees. However, the costs of securing personnel and maintaining and improving working conditions may increase. In addition, if the Group is unable to develop and secure the personnel it will need in the future, or if appropriate staffing becomes difficult, this may affect the Group's financial results.」

    In addition to the existing challenges of labor and vehicle shortages, increased personnel costs, failure to develop and secure personnel, and difficulties in appropriate staffing have emerged as specific risks.
  6. FY2021-Q3RestatedAnnual report

    「Profit declined from the previous year due to lower profit resulting from the decrease in revenue and higher costs, including labor costs.」

    In the dedicated logistics business, higher costs, including labor costs, are cited as a factor behind the decline in profit. No change in the direction of the business impact related to the risk of labor and vehicle shortages is indicated.
  7. FY2020-Q2MaterialisedAnnual report

    「The situation in which securing labor and arranging deliveries remain difficult due to the sudden surge in demand continues.」

    It states that, amid a sharp increase in demand for meals prepared at home, difficulties in securing personnel and coordinating deliveries have in fact continued.
  8. FY2020-Q1WorsenedAnnual report

    「In the food logistics industry, operating conditions remained challenging due to measures to address labor and vehicle shortages as labor supply and demand became increasingly tight, responses to legal revisions, and investment to improve logistics quality in line with food safety and security requirements.」

    In addition to the existing labor and vehicle shortages, labor supply and demand are described as becoming increasingly tight, indicating worsening conditions.
  9. FY2019RestatedAnnual report

    「In the food logistics industry, operating conditions remained challenging due to rising labor and vehicle procurement costs against a backdrop of chronic labor shortages, responses to legal revisions, and investment to improve logistics quality in line with food safety and security requirements.」

    Labor shortages continue to be described as chronic, with their relationship to rising labor and vehicle procurement costs also noted.
  10. FY2019-Q3WorsenedAnnual report

    「In the food logistics industry, operating conditions remained challenging due to rising labor and vehicle procurement costs against a backdrop of chronic labor shortages, responses to legal revisions, and investment to improve logistics quality in line with food safety and security requirements.」

    Labor shortages are described as chronic, and their relationship with rising labor and vehicle procurement costs is explicitly stated. quantified is false because no figures are provided, while materialized is true because the issue is described as part of the actual operating environment.
  11. FY2019-Q2RestatedAnnual report

    「In the food logistics industry, operating conditions remained challenging due to renewed increases in unit fuel procurement costs, labor and vehicle shortages, responses to legal revisions, and investment to improve logistics quality in line with food safety and security requirements.」

    Labor and vehicle shortages continue to be cited as factors contributing to the challenging operating environment in the food logistics industry.
  12. FY2019-Q1RestatedAnnual report

    「In the food logistics industry, operating conditions remained challenging due to renewed increases in unit fuel procurement costs, labor and vehicle shortages, responses to legal revisions, and investment to improve logistics quality in line with food safety and security requirements.」

    Labor and vehicle shortages continue to be cited as factors contributing to the challenging operating environment in the food logistics industry.
  13. FY2018WorsenedAnnual report

    「In the food logistics industry, renewed increases in fuel procurement prices and increasingly severe labor shortages due to a declining working-age population are expected to drive up logistics costs.」

    Labor shortages are described as becoming more severe against a backdrop of a declining working-age population, indicating a more challenging outlook than before.
  14. FY2018-Q3RestatedAnnual report

    「In the food logistics industry, operating conditions remained challenging as unit fuel procurement prices remained high, alongside labor and vehicle shortages, responses to legal revisions, and investment to improve logistics quality in line with food safety and security requirements.」

    Labor and vehicle shortages continue to be cited as factors contributing to the challenging operating environment in the food logistics industry.
  15. FY2018-Q2RestatedAnnual report

    「In the food logistics industry, operating conditions remained challenging as unit fuel procurement prices remained high, alongside labor and vehicle shortages, responses to legal revisions, and investment to improve logistics quality in line with food safety and security requirements.」

    Labor and vehicle shortages continue to be cited as factors contributing to the challenging operating environment in the food logistics industry. The increase in labor costs associated with hiring additional staff is also cited as a factor contributing to lower profit.
  16. FY2018-Q1RestatedAnnual report

    「In the food logistics industry, operating conditions remained challenging as unit fuel procurement prices remained high, alongside labor and vehicle shortages, responses to legal revisions, and investment to improve logistics quality in line with food safety and security requirements.」

    Labor and vehicle shortages continue to be cited as factors contributing to the challenging operating environment in the food logistics industry.
  17. FY2017RestatedAnnual report

    「In the food logistics industry, operating conditions remained challenging as unit fuel procurement prices turned upward again, alongside labor and vehicle shortages, responses to legal revisions, and investment to improve logistics quality in line with food safety and security requirements.」

    Labor and vehicle shortages continue to be cited as factors contributing to the challenging operating environment.
  18. FY2017-Q3RestatedAnnual report

    「In the food logistics industry, operating conditions remained challenging due to persistently high unit fuel procurement costs, labor and vehicle shortages, responses to legal revisions, and investment to improve logistics quality in line with food safety and security requirements.」

    Labor and vehicle shortages continue to be cited as factors contributing to the challenging operating environment.
  19. FY2017-Q2RestatedAnnual report

    「In the food logistics industry, operating conditions remained challenging due to persistently high unit fuel procurement costs, labor and vehicle shortages, responses to legal revisions, and investment to improve logistics quality in line with food safety and security requirements.」

    Labor and vehicle shortages continue to be cited as factors contributing to the challenging operating environment.
  20. FY2017-Q1MaterialisedAnnual report

    「In the food logistics industry, operating conditions remained challenging due to renewed increases in unit fuel procurement costs, labor and vehicle shortages, responses to legal revisions, and investment to improve logistics quality in line with food safety and security requirements.」

    Labor and vehicle shortages continue to be cited as a current operating condition and also contributed to lower profit in the first quarter through higher transportation costs.
  21. FY2016WorsenedAnnual report

    「In the food logistics industry, operating conditions remained challenging, as logistics costs are expected to rise against a backdrop of renewed increases in unit fuel procurement costs and labor and vehicle shortages, and some time is expected to be required to emerge from these difficult conditions.」

    Labor and vehicle shortages are linked to the expected increase in logistics costs and the future outlook.
  22. FY2016-Q3RestatedAnnual report

    「In the food logistics industry, operating conditions remained challenging, with lower unit fuel procurement costs offset by declining freight volumes due to sluggish personal consumption, labor and vehicle shortages, responses to legal revisions, and investment to improve logistics quality in line with food safety and security requirements.」

    Labor and vehicle shortages continue to be cited as factors contributing to the challenging operating environment.
  23. FY2016-Q2First statedAnnual report

    「Operating conditions remained challenging, due to declining freight volumes resulting from sluggish personal consumption, labor and vehicle shortages, responses to legal revisions, and investment to improve logistics quality in line with food safety and security requirements.」

    Labor shortages and vehicle shortages are cited as current issues in the challenging operating environment of the food logistics industry.
Moved together

"Higher Capital Investment Burden" moved the same way as this thread, in the same document, in 5 of its 23 moves.

52222★12345
  1. ★This thread
  2. 1Higher Capital Investment Burden5×
  3. 2Weak Private Consumption and Declining Freight Volumes2×
  4. 3Uncertainty About the Economic Outlook2×
  5. 4Management Indicator Targets under the Medium-Term Management Plan for FY20182×
  6. 5Transition to a New Growth Stage2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for K.R.S. yet. It last moved in the Earnings of 2026-07-03: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.